Financial Council, LLC
CIK 0001883629 · TOWSON, MD · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$308.3M
2026 Q2
Positions
106
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CGGO
CAPITAL GROUP GBL GROWTH EQT
21.7%
ACWX
ISHARES TR
9.7%
CGGR
CAPITAL GROUP GROWTH ETF
7.9%
IUSG
ISHARES TR
5.2%
SPYV
SPDR SERIES TRUST
4.5%
AAPL
APPLE INC
4.1%
IUSV
ISHARES TR
3.2%
SPYG
SPDR SERIES TRUST
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.